-1.7%
HBAN vs HWM
+26.9%
-28.6%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HWM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.0% | +2.6% | +1.0% |
| 7D | -1.9% | -12.5% | +10.6% | +0.3% |
| 30D | -5.9% | -19.0% | +13.1% | -2.3% |
| 3M | +0.2% | -8.6% | +8.8% | +1.2% |
| 6M | +6.6% | -10.2% | +16.8% | +6.8% |
| YTD | -1.7% | +11.3% | -13.0% | -5.4% |
| 1Y | -1.7% | +24.3% | -26.0% | -8.5% |
| All | -1.7% | +26.9% | -28.6% | -8.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HWM.
Daily Out/Under-Performance
Portfolio return minus HWM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HWM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HWM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling